The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
Calvert US Large-Cp Div, Eq AndIncETF CDEI
Morningstar’s Analysis CDEI
Will CDEI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 10.89 | 4.1 Mil | Technology |
Microsoft Corp | 10.82 | 4.1 Mil | Technology |
NVIDIA Corp | 9.69 | 3.6 Mil | Technology |
Alphabet Inc Class A | 6.63 | 2.5 Mil | Communication Services |
Broadcom Inc | 2.52 | 947,613 | Technology |
Eli Lilly and Co | 2.45 | 921,451 | Healthcare |
JPMorgan Chase & Co | 1.92 | 720,398 | Financial Services |
UnitedHealth Group Inc | 1.44 | 542,798 | Healthcare |
Visa Inc Class A | 1.35 | 509,467 | Financial Services |
Mastercard Inc Class A | 1.19 | 447,732 | Financial Services |